HomeMy WebLinkAbout09-28-07
ANNUAL REPORT OF
GUARDIAN OF THE ESTATE
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~COMMONPLEASOF
COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
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Estate of
I ~ }. .s.J, ff . an Incapacitated Person
No. 02 { - 0 lD -if?:1...
I. INTRODUCTION
\ ~. ~ !::l~
"rj;JPIeoary DL:moo . of the by of ~V)(\. E.
dated 'I -/;< - 0 {p
, was appointed
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tr~ . J.,
~ A. This is the Annual Report for the period from ~ / .:z.. . ~ 00 ~
to 1),,~...3 ( , .:2 DO (0 (the "Report Period"); or
o B. This is the Final Report for the period from
to
(the "Report Period"), and is filed
for the following reason:
1. The death of the Incapacitated Person. Date of death:
Name of Personal Representative:
2. The Guardianship was terminated by the Court by Decree of
J., dated
Form G-02 rev. 10.13.06
Page 1 of5
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Estate of
~~.
S/.(J
. An Incapacitated Person
II. SUMMARY
A. State the value of the estate reported on the Inventory
$ /100 to. .3 fo
B. State the value(s) of principal assets at the beginning of
the Report Period. (Same as Inventory if first Report,
otherwise, ending balance from last Report.)
$1/O/)fa.3~
C. What is the total awount of income earned during the
Report Period? · '? 3~. 'I.. 4 /171~
~
$3,7'f'l.
D. What is the total amount of income and principal
spent for all purposes during the Report Period?
$ 3 7 if" . 4g
E. What are the balances remaining at the end of the Report
Period?
1. Principal $ /, 00(0. 3 fa
2. Income $ ~
3. Total of Principal and Income
$ J.ooCo.3 ~..
m. ADDmONAL INFORMATION
(If more space is needed, please attach additional pages.)
A. Principal
I. How is the principal balance listed above currently
invested? (Please specify, e.g., real estate,
certificates of deposit, restricted bank: accounts, etc.):
/lSr= e..,LL ~J' ~ ~
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fl~~
2. Have there been any expenditures from the principal ~
during the Report Period? ............................ 0 Yes ~ No
If yes:
a. Have all expenditures from the principal been for
the sole benefit of the Incapacitated Person? . . . . . . .. 0 Yes 0 No
Form G-02 rev. 10.13.06
Page 2 of5
b. ~7amE~
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C. Was Court approval received prior to
expending the principal? .......................
Esmteof ~~ }. ,
. An Incapacitated Person
$ 8,7lfLf.
$
$
$
aYes
*No
3 . Were additional principal assets received during the
Report Period which were not included in the
Inventory or a prior Report filed for the Estate? ........... 0 Yes
~NO
If yes:
a. Was Court approval requested prior to
receiving the additional principal? . . . . . . . . . . . . . . .. aYes
b. State the sources and amounts of the
additional principal received:
B. Income
1. State sources and amounts of income received
during the Report Period (e.g., Social Security,
pension, rents, etc.): . I
~ S.C'(~ L. ~Cf.'5lo 'I.. 4,"0)
Total income received during Report Period:
Form G-02 rev. /0.13.06
aNo
$
$
$
$
$
$ .3 j If'l. 0'
,
$
$
$
$
$
$ 3. 7 L.f t.f. fJ' 0.00
Page 3 of5
Estate of
F-~~~ ~. S/.1
. An Incapacitated Person
2. How is income currently invested? (please
specify, e.g., restricted bank accounts, client
care account, etc.):
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C. Expenses for Care and Maintenance
Specify what expenditures were made from the principal and
income for the care and maintenance of the Incapacitated
Person (e.g., clothing, nursing home, medicine, support, etc.):
;;~ta
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D. Other Expenditures 0 ~ -- - (f
Specify what other expenditures were made during the Report
Period. (Do not include any items stated in response to
question C above.)
.
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E. Guardian's Commissions
List amounts of compensation paid as Guardian's commission
and state how amount was determined:
Amount
Method of Determination
Court
Approval Obtained
Dyes ~NO
Dyes DNo
./?1 ~
Form G-02 rev. 10.13.06
Page 4 of5
, , . .
Estate of
;J~ :1. fifJ
. An Incapacitated Person
F. Counsel Fee
List amounts paid as counsel fee, and indicate whether Court approval was obtained.
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Court
Approval Obtained
DYes 'rR.NO
Dyes DNo
Amount
I verify that the foregoing information is correct to the best of my knowledge,
information and belief; and that this Verification is subject to the penalties of 18 Pa.C.S. ~ 4904
relative to unsworn falsification to authorities.
JJ/.2q lal
Date I
Address
~~
I,d(/
1(1. ,f,o -ofoSo
Telephone
Form G-02 rev. 10./3.06
Page 5 of5